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Show clients their
is your priority.

Use Everplans to help your clients create, store, and share all of their most important information, and provide them with priceless peace of mind.

Schedule a DemoSee Pricing

How Everplans Helps Your Firm

Connect To The Next Generation

Everplans’ Deputy system creates a natural introduction to your clients’ family, leading to multigenerational relationships and retention of assets when a client passes.

Ebook: Bridging the Gap

Uncover New Assets

Intuitive sections ensures your clients have a complete picture of their estate plan, allowing you to easily identify gaps and offer additional services.

Video: 5 Minute Demo

Go Beyond Asset Management

A powerful way to combat fee compression and robo-advisors, Everplans shows clients your value beyond offering sound financial advice.

White Paper: Growing Role for Advisors

Win New Business Through Referrals

Market to current and prospective clients, and promote your firm to their entire network, with unlimited invites, personalized co-branding, and Network Amplifier™ (pdf download).

Case Study: Exit & Retirement Strategies

Enhance Your Clients’ Experience

Access to helpful content and resources across every planning vertical, which you can use to educated clients and facilitate deeper conversations.

Explore Professional Content

What Your Clients Get

Secure Storage
A comprehensive digital archive with industry-leading security technology.
Expert Guidance
Step-by-step guidance to help them round out their plan.
Sharing
Easily share their plan with family, close friends, and trusted advisors.
Secure Storage
A comprehensive digital archive with industry-leading security technology.
Expert Guidance
Step-by-step guidance to help them round out their plan.
Sharing
Easily share their plan with family, close friends, and trusted advisors.

What Advisors Get

Collaborate with your clients using Everplans’ Professional tools
Dashboard
Track your clients’ progress through their plan and reach out when they need guidance. Ask us about our CRM integrations.
Co-branding
Your firm promoted throughout the Everplans you provided, and use Network Amplifier™ to build connections to those closest to your clients.
Content Services
Access our library of resources -- articles, checklists, best practices -- to stay connected and help keep your clients on track.
Dashboard
Track your clients’ progress through their plan and reach out when they need guidance. Ask us about our CRM integrations.
Co-branding
Your firm promoted throughout the Everplans you provided, and use Network Amplifier™ to build connections to those closest to your clients.
Content Services
Access our library of resources -- articles, checklists, best practices -- to stay connected and help keep your clients on track.

Don't Just Take Our Word For it

"You need to differentiate yourself. If you're considering offering Life & Legacy Planning, don't wait – it's what your clients are yearning for."

Kim Kenawell-Hoffecker

Avantra Family Wealth

Avantra

Case Study: Avantra Family Wealth

"The more clients and prospects the advisor creates an Everplan for, the more referrals they are likely to get."

Joel Bruckenstein 

Financial Advisor Magazine

FA

Article: Financial Advisor Magazine

“Everplans helps us identify and eliminate any estate and end-of-life planning gaps we otherwise might have missed... Every person we’ve on-boarded has made a referral. Every single one."

Lucas Schwallerm

FIM Group

fim

Case Study: FIM Group

"A gamechanger for many independent advisory firms."

Bob Clark

ThinkAdvisor

Think

Article: ThinkAdvisor

Flexible Pricing For Your Firm

We can customize a plan for everyone’s needs from sole proprietors to enterprises. Contact us to learn more about enterprise pricing.

Basic

Starting at:

$196/mo per advisor


Give Everplans to an unlimited number clients

Track client usage and progress

Starter cobranding for advisors

CRM integrations for easy data import


View all features

Premium

Starting at:

$292/mo per advisor


All basic features plus:

Enhanced cobranding with firm logos and color schemes

Premium content services

Additional logins for staff

Enhanced marketing platform


View all features

Schedule a Demo

Discover how elite professionals, like yourself, use Everplans to enhance their clients' experience.

“[Everplans] helps you think of everything your loved ones should know.”

“The site walks its users through all the complicated steps of planning everything.”

“Can help kick-start conversations about the issues that surface when a loved one dies.”

“Gone are the days when it’s sufficient to have all of this information in a lockbox under your bed.”

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